Disclosure Form – Escrow Charges
Charges for Documents Provided
as Required by Section 4525*
The seller may, in accordance with Section 4530 of the Civil Code, provide to the prospective purchaser, at no cost, current copies of any documents specified by Section 4525 that are in the possession of the seller.
A seller may request to purchase some or all of these documents, but shall not be required to purchase ALL of the documents listed on this form.
Property Address: _____________________________________________________________
Owner of Property: ____________________________________________________________
Owner’s Mailing Address (If known or different from property address.)
____________________________________________________________________________
Provider of the Section 4525 Items:
Print Name ____________ Position or Title ____________ Association or Agent ____________
Date Form Completed: ______________________________
Check or Complete Applicable Column or Columns Below
| Document | Civil Code Section Included | Fee for Document | Not Available (N/A), Not Applicable (N/App), or Directly Provided by Seller and confirmed in writing by Seller as a current document (DP) |
|---|---|---|---|
| Articles of Incorporation or statement that not incorporated | Section 4525(a)(1) | $ | |
| CC&Rs | Section 4525(a)(1) | $ | |
| Bylaws | Section 4525(a)(1) | $ | |
| Operating Rules | Section 4525(a)(1) | $ | |
| Age restrictions, if any | Section 4525(a)(2) | $ | |
| Rental restrictions, if any | Section 4525(a)(9) | $ | |
| Annual budget report or summary, including reserve study | Sections 5300 and 4525(a)(3) | $ | |
| Assessment and reserve funding disclosure summary | Sections 5300 and 4525(a)(4) | $ | |
| Financial statement review | Sections 5305 and 4525(a)(3) | $ | |
| Assessment enforcement policy | Sections 5310 and 4525(a)(4) | $ | |
| Insurance summary | Sections 5300 and 4525(a)(3) | $ | |
| Regular assessment | Section 4525(a)(4) | $ | |
| Special assessment | Section 4525(a)(4) | $ | |
| Emergency assessment | Section 4525(a)(4) | $ | |
| Other unpaid obligations of seller | Sections 5675 and 4525(a)(4) | $ | |
| Approved changes to assessments | Sections 5300 and 4525(a)(4), (8) | $ | |
| Settlement notice regarding common area defects | Sections 4525(a)(6), (7), and 6100 | $ | |
| Preliminary list of defects | Sections 4525(a)(6), 6000, and 6100 | $ | |
| Notice(s) of violation | Sections 5855 and 4525(a)(5) | $ | |
| Required statement of fees | Section 4525 | $ | |
| Minutes of regular board meetings conducted over the previous 12 months, if requested | Section 4525(a)(10) | $ | |
| Total fees for these documents: | $ |
* The information provided by this form may not include all fees that may be imposed before the close of escrow. Additional fees that are not related to the requirements of Civil Code Section 4525 shall be charged separately.